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Andrew M. Loza

Contact Information

Andrew M. Loza
Pennsylvania Land Trust Association
717-230-8560
119 Pine Street
Harrisburg, PA
17101
Aloza dc

Services Provided

All kinds of stuff

Unclassified Guided Organizational Assessment / Accreditation

Bio

Loza has served since 2000 as executive director of the Pennsylvania Land Trust Association where he leads public policy initiatives, writes and edits technical guidance, and implements various assistance, training and education programs to advance conservation. Previously he served as a land trust executive director; led conservation, planning, trail and development initiatives for county government; and consulted on environmental policy. He holds degrees from the University of Pittsburgh and Lehigh University.


Reference
Paul Doerwald

Guide Listings

Why Preserve Farmland?
Loza started Allegheny County's farmland preservation program and has been engaged in farmland preservation issues for many years.

What Is a Land Trust?
Loza authored this guide.

Land Trust Standards and Practices
Loza has assisted land trusts dozens of land trusts in understanding and implementing Standards and Practices. He also served on the Standards Advisory Team for the 2017 revision.

Model Conservation Easement
Loza co-authored the Model Grant of Conservation Easement and Commentary.

Conservation Easements
Loza authored this guide and many related materials.

Realty Transfer Tax
Loza is a contributing author to this guide.

Farm Preservation Options for Landowners
Loza started Allegheny County's farmland preservation program and has been engaged in farmland preservation issues for many years.

Guide to the Conservation and Preservation Easements Act
Loza authored this guide.

Riparian Buffer Protection Agreement
Loza managed PALTA’s riparian buffer protection agreement project.

Model Legal Documents
Loza is a contributing author and editor of PALTA’s suite of model legal documents.

An Introduction to Stewardship Funding Arrangements
Loza co-authored this guide.

Purchase Options
Loza is a contributing author to this guide.

Pennsylvania Local Governments May Support Land Trusts
Loza authored this guide and assisted with the development of what became Act 154 of 2006.

Public Dedication of Land and Fees-in-Lieu for Parks and Recreation
Loza coauthored the guide Public Dedication of Land and Fees-in-Lieu for Parks and Recreation.

Property Tax Exemption for Preserves, Parks, Trails, and Other Conserved Lands
Andrew Loza has served since 2000 as executive director of the Pennsylvania Land Trust Association where he leads public policy initiatives, writes and edits technical guidance, and implements various assistance, training and education programs to advance conservation.

Library Items Authored

Model Policy for Conservation Easement Amendment
PALTA prepared this model policy to help guide the responsible consideration of potential amendments. A land trust will want to adapt the model to match its organizational culture.

An Introduction to Stewardship Funding Arrangements: Alternatives for Landowners to Help Holders Meet Conservation Easement Obligations
(print edition of ConservationTools.org guide) A landowner may agree to one or more funding arrangements that require the landowner or successive owners of an eased property to make one or more pa...

Public Dedication of Land and Fees-in-Lieu for Parks and Recreation: A Tool for Meeting Recreational Demands in Pennsylvania Municipalities
Municipalities may require developers to provide parkland for new developments. They may also offer developers the option to instead pay fees, construct facilities or establish private parkland. Th...

Amending and Restating Grants of Conservation Easement: Best Practices to Document Change
If a land trust intends to amend a grant of conservation easement, implementation of the changes requires careful planning and drafting. The consequences of a poor execution range from missed oppor...

Gift of a Future Interest in Real Estate: Reserved Life Estates Keep Owners in Control During Their Lifetimes
Landowners can convey a future interest in real property to a conservation organization or government but continue to live on or otherwise enjoy using the property during their lifetimes. If the p...

Rights of First Purchase (Offer, Negotiation and Refusal)
A right of first purchase gives a potential purchaser the opportunity to purchase before a property is sold to another. It can be a right of first offer, a right of first negotiation, a right of fi...

Riparian Buffer Protection Agreement
A riparian buffer protection agreement limits activities on all or a portion of a property to advance conservation purposes while keeping the property in the control of the landowner.

Bridge Loans for Conservation Purchases: Borrowing from Revolving Loan Funds
Low and no interest, short-term loans are available to help nonprofit organizations complete land and easement purchases for conservation purposes.

Commission-Based Compensation Fundraising
Commission-based compensation for fundraising by staff and consultants, although legal, is widely viewed as a bad practice for nonprofits.

Economic Benefits of Biodiversity
Economic impact studies document the many and substantial economic benefits generated by biodiversity. This guide identifies major studies, summarizes key findings of each and provides hyperlinks t...

Economic Benefits of Parks
(print edition of ConservationTools.org guide) Economic impact studies document the many and substantial economic benefits generated by parks. This guide identifies major studies, summarizes key f...

Economic Benefits of Smart Growth and Costs of Sprawl
Sprawling patterns of development create heavy economic burdens -- problems, costs and liabilities far in excess of the benefits. Conversely, smart growth strategies can enhance economic vitality.

Economic Benefits of Trails
(print edition of ConservationTools.org guide) Economic impact studies document the many and substantial economic benefits generated by trails. This guide identifies major studies, summarizes key ...

Environmental Advisory Council
A municipality's governing body may establish an environmental advisory council to advise the municipality's decision-makers and undertake projects regarding the protection and conservation of natu...

Local Regulation for Historic Preservation
Local municipal regulations can provide substantial protection to historic resources, preserving their contributions to cultural vitality and helping communities maintain quality of life.

Model Conservation Easement
The Model Grant of Conservation Easement and Declaration of Covenants with Commentary provides users with a state-of-the-art legal document and guidance to customize it to nearly any situation. No ...

Conservation Easements: An Introduction for Private Landowners
A conservation easement limits certain uses of the land in order to advance one or more conservation objectives while keeping the land in the owner’s control. It is established by mutual agreement ...

Model Legal Documents
The Pennsylvania Land Trust Association develops and maintains model documents to help users complete projects and manage their operations efficiently and effectively. This guide briefly describes ...

Pennsylvania's Recreational Use of Land and Water Act: Statutory Protection for Property Owners Who Open Their Land to the Public
Pennsylvania’s Recreational Use of Land and Water Act limits the liability, resulting from personal injury or property damage, of landowners who make their land available to the public for recreati...

Reversionary Interest
A landowner who is concerned about the future use of his land can donate or sell the land on a conditional rather than absolute basis. A reversionary interest is created by a deed that reserves to ...

Restricted Gifts: Issues to Consider Before Making or Taking a Gift for a Specific Purpose
A restricted gift of cash, land, easement or other property may only be used for a particular purpose rather than an organization’s general purposes. Both donor and donee need to be aware of the is...

Property Tax Exemption for Preserves, Parks, Trails, and Other Conserved Lands
Preserves, parks, trails, and other conserved lands in Pennsylvania are not automatically exempted from real estate taxes. If tax exemption is desired for a parcel, the charitable organization or ...

Indemnity Agreements and Liability Insurance: Protection From Claims Brought by Third Parties
An individual or organization’s risk of being held liable for personal injury or property damage may be shifted to another party who agrees to accept the risk and who holds liability insurance or s...

Fishing Access Agreement & Commentary: A Model Document and Guidance
The hybrid easement document provides for both resource protection and public access for fishing. It is a tool for conservation organizations and governmental entities to build cooperative relation...

Riparian Buffer Protection via Local Regulation: A Guide and Model Ordinance for Pennsylvania Municipalities
Riparian buffers - forested or otherwise vegetated lands bordering water bodies - deliver tremendous water quality and other public benefits. Pennsylvania municipalities may ensure the protection ...

Amending Grants of Conservation Easement: Legal Considerations for Land Trusts
This guide informs easement holders of legal matters to consider under Pennsylvania law and the Internal Revenue Code when making decisions regarding the amendment of grants of conservation easement.

The Nature of the Conservation Easement and the Document Granting It
By statute and by common law interpretation, a conservation easement is a real estate interest and is governed by real estate law, in particular, the law of servitudes. This guide analyzes the nat...

Not a Public Trust: The Land Trust-Held Conservation Easement in Pennsylvania
No legal precedent exists in Pennsylvania for finding that a conservation easement acquired by a private land trust is a public trust.

Nature Play: Nurturing Children and Strengthening Conservation through Connections to the Land
Unstructured, frequent childhood play in informal outdoor settings powerfully boosts the cognitive, creative, physical, social and emotional development of children. It also engenders deep conserva...

Trail Easements
A landowner may convey to another person the rights to create a trail, open it for public use and maintain it without the owner giving up ownership and enjoyment of the land through which the trail...

Model Grant of Right of First Offer
The holder of a right of first offer has the opportunity to purchase land at the landowners’ asking price before other prospective purchasers have an opportunity. An alternative configuration has t...

Model Grant of Right of First Refusal
If an owner intends to accept an offer for the purchase of his or her land, the holder of a right of first refusal has the opportunity to purchase the land at the price and terms offered by the pro...

Installment Agreement
An installment agreement requires the buyer of real estate to pay the seller the purchase price in installments over time; the buyer takes immediate possession of the property but the seller retain...

Not a Charitable Trust: The Donated Conservation Easement in Pennsylvania
(print edition of the ConservationTools.org guide) Little evidence exists to support the proposition that a donated conservation easement, in the absence of a charitable trust agreement (not to be...

Pennsylvania Local Governments May Support Land Trusts
In Pennsylvania, local governments may give money, land and easements to land trusts.

Introduction to Land Trusts and Their Work
Land trusts are charitable organizations that work cooperatively with landowners to conserve land in the public interest. Click on the heading to read a short essay on land trusts and their work.

Starting a Land Trust
Click for information on starting a land trust to work to identify and tap the energies and resources of all who are sympathetic to your conservation concerns.

What Is a Land Trust?
Simply stated, a land trust is a charitable organization that acquires land or conservation easements, or that stewards land or easements, for conservation purposes. However, this simple definition...

Stewardship Costs Calculator
Land trusts can use this tool to estimate the annual costs of stewardship for a conservation easement and the initial investment in a stewardship fund that will be needed to cover the costs. The ca...

Amending Conservation Easements
Powerpoint presentation providing overview of easement amendments and guiding principles.

Model Trail Easement Agreement and Commentary (3rd edition)
This widely used model is coupled with an expansive commentary that provides alternative and optional provisions and the reasoning behind each provision. Users can easily customize the document to ...

Model Grant of Conservation Easement and Declaration of Covenants, 7th edition
The Model Grant of Conservation Easement and Declaration of Covenants provides users with a state-of-the-art legal document together with an expansive commentary. Built on practitioner experiences ...

Growing Greener, Melding Conservation and Development
A case study on Conservation by Design. The studies provide the perspective of both the land owner and the developer in creating open-space friendly developments.

Water Quality Improvement Easement & Commentary: A Model Document and Guidance
Secures long-term access through and to property for the purpose of remediating the effects of abandoned mine drainage.

Mortgage Subordination
When a mortgage precedes an easement on a property, there is no guaranty of perpetual enforceability of the easement unless the mortgage holder signs a document (sometimes called a mortgage subordi...

Model Stewardship Funding Covenant and Commentary
Used to secure payment of deferred contributions and other conservation commitments made by present landowners and to be paid by either them or future owners. The model offers ten basic ways to str...

Pledges and Donation Agreements
Before investing time and money in a prospective project, a conservation organization may seek to minimize the potential for misunderstandings with the prospective donor for the project and make th...

Guide to the Conservation and Preservation Easements Act
Conservation organizations can avoid many potential difficulties in conservation easement stewardship by ensuring that their conservation easement documents are drafted to conform with the Conserva...

Reducing Liability Associated with Public Access
Public access to property for recreational uses – such as hiking, bird watching, fishing and hunting – raises concern about the possibility of liability on account of injury to a recreational user...

Model Grant of Fishing & Boating Access Easement
Use to provide public access to or along a waterway for fishing, boating or other recreational and educational uses. This model legal instrument may be used as a stand-alone document or may be coup...

Model Mortgage Subordination and Commentary
A model legal document and accompanying guidance to help users in obtaining the "subordination" of a mortgage to a conservation easement. Download both the model and the commentary.

Model Conservation Easement Donation Agreement with Commentary
The Model Conservation Easement Donation Agreement spells out the steps in the easement process and the commitments and expectations of the land trust and landowner. The provisional second edition ...

Model Grant of Conservation Easement and Declaration of Covenants for Riparian Buffer Protection
This model was crafted for the specific purpose of permanently protecting riparian buffers along waterways. The model is based on the 7th edition of the Model Grant of Conservation Easement and Dec...

Legal Considerations for Stewardship Funding Arrangements: Binding Present and Future Landowners to Present Promises
A landowner may agree to one or more funding arrangements that require the landowner or successor owners of an eased property to make one or more payments to the easement holder to support stewards...

Authorization of Real Estate Transactions: Rules and Process for Nonprofits
(print edition of ConservationTools.org guide) Within the bounds of state law and private standards of practice, a nonprofit organization has considerable flexibility in establishing policies and ...

Stewardship Funding Arrangements: sample brochure
The Pennsylvania Land Trust Association prepared this sample brochure to illustrate how a land trust might communicate with owners concerning the need and options to fund the land trust's easement ...

Closing: Finalizing the Real Estate Transaction
At closing, the transfer of the real estate interest, whether land or easement, is completed. This guide helps users organize and expedite the closing.

Options to Sell
An option to sell may be used to assure that a property acquisition can be undone if expectations are not met.

Purchase Options: Gaining the Right Without the Obligation to Acquire Property Interests
A purchase option is a right to purchase or lease land or other property interests without any obligation to do so.

Management of the Document Preparation Process
When a document needs to be reviewed, edited and approved by more than one person, good document management and control practices help prevent time-consuming missteps and confusion for all the part...

Model Grant of Purchase Option with Commentary
A purchase option assures the option holder of the right to purchase property at a certain price within a certain time period but without an obligation to do so. In granting an option, the landowne...

Who Has Standing? Conservation Easements in Pennsylvania Courts
Who can assert claims and be heard in Pennsylvania’s courts if a dispute heats up over the management of a conservation easement?

Holders, Beneficiaries and Backup Grantees: Defining Roles and Relationships to Achieve Conservation Easement Objectives
A conservation easement may have one or more holders responsible for upholding the easement’s conservation objectives. It may have a beneficiary, an entity with some rights to manage the easement i...

Release of Liability: A Tool for Managing the Risk of a Volunteer or Participant in an Activity Suing the Activity’s Organizer or Host
The risk of being held responsible for injuries or property damage associated with organizing volunteer, educational, recreational and other events and activities (or opening up property for the sa...

Realty Transfer Tax: Exclusions for Conservation-Related Transactions in Pennsylvania
Many conservation-related property transactions are excluded from having to pay state and local realty transfer taxes in Pennsylvania.

Model Grant of Conservation Easement, 6th edition (archived--not for use)
A more recent version of this model, the "Model Grant of Conservation Easement and Declaration of Covenants, 7th edition," was published in 2016. The 6th edition is archived here for historical pu...

Why Preserve Farmland?
Farms feed us and provide a host of other public benefits. However, every day the amount of fertile farmland diminishes as development spreads. This guide describes the importance of preserving pr...

Donation by Will: Options and Issues Regarding Gifts of Cash, Land and Other Property
Donors who want to help a worthy charity but also need to ensure that they have sufficient assests to live comfortably until life's end may choose to make some gifts via their wills.

Farm Preservation Options for Landowners: Government and Private Approaches to Conservation Easements in Pennsylvania
Fifty-seven Pennsylvania counties have agricultural land preservation boards that purchase agricultural conservation easements. Sixty-five private charitable organizations accept donations of conse...

Cost of Community Services Studies
Cost of Community Services studies examine both the tax revenues generated by different land uses and the costs to local government of providing services to those same uses. They help people unders...

CommunityViz®
CommunityViz® software enables users to see what different land use and development scenarios would look like if they were to actually occur. It allows users to create hypothetical scenarios and as...

Land Trust Accreditation
The Land Trust Accreditation Commission offers outside verification that a land trust conforms with a key set of practices within Land Trust Standards and Practices. Accreditation is voluntary. A l...

Land Trust Standards and Practices: Guidelines for the Responsible Operation of a Land Trust
The Land Trust Standards and Practices are widely accepted ethical and technical guidelines for the responsible operation of a land trust.

Model Maintenance and Operation Agreement
Designed to help local governments and nonprofits define their relationships and lessen the possibility of misunderstands when partnering to offer recreational opportunities for the public in parks...

Development Threat Analysis
A development threat analysis identifies undeveloped lands that are most likely to be developed within a specific time frame. Information is presented in map form.